The customer engagement suite is built upon an integrated set of content management, CRM and customer experience technologies, which seamlessly integrate with Financial Simplicity’s breakthrough portfolio management and portfolio presentation engine
Sebastien Chaker, MD of Calastone Asia, says latest developments in the the region affecting fund order routing automation point to growing opportunities for European managers, including SME sized boutiques.
Portfolio accounting: Fifty-four percent of respondents are using an Advent Software product for portfolio accounting. Respondents also use SunGard VPM, Tradar, Linedata and in-house or proprietary systems.
The study also underscores the importance of "content vehicles" (e.g., press releases, infographics, videos) in amplifying corporate information.